IFP Advisors’s RLI Corp RLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $55.2K | Buy |
967
+283
| +41% | +$17K | ﹤0.01% | 2190 |
|
|
2025
Q4 | $43.8K | Buy |
684
+316
| +86% | +$19.8K | ﹤0.01% | 2263 |
|
|
2025
Q3 | $24K | Buy |
+368
| New | +$24.9K | ﹤0.01% | 2491 |
|
|
2025
Q2 | – | Sell |
-582
| Closed | -$43.6K | – | 2300 |
|
|
2025
Q1 | $46.8K | Buy |
582
+116
| +25% | +$8.83K | ﹤0.01% | 1923 |
|
|
2024
Q4 | $38.4K | Hold |
466
| – | – | ﹤0.01% | 1949 |
|
|
2024
Q3 | $36.1K | Buy |
466
+154
| +49% | +$11.4K | ﹤0.01% | 1876 |
|
|
2024
Q2 | $21.9K | Buy |
+312
| New | +$22.3K | ﹤0.01% | 2038 |
|
|
2024
Q1 | – | Sell |
-92
| Closed | -$6.13K | – | 3223 |
|
|
2023
Q4 | $6.13K | Sell |
92
-30
| -25% | -$2.02K | ﹤0.01% | 2357 |
|
|
2023
Q3 | $8.29K | Buy |
+122
| New | +$8.23K | ﹤0.01% | 2330 |
|
|
2023
Q1 | – | Sell |
-4
| Closed | -$10K | – | 4230 |
|
|
2022
Q4 | $10K | Buy |
+4
| New | +$249 | ﹤0.01% | 3405 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4394 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4146 |
|
|
2021
Q1 | – | Sell |
-300
| Closed | -$15.9K | – | 4053 |
|
|
2020
Q4 | $16K | Sell |
300
-46
| -13% | -$2.2K | ﹤0.01% | 1876 |
|
|
2020
Q3 | $15K | Buy |
346
+46
| +15% | +$2.02K | ﹤0.01% | 1759 |
|
|
2020
Q2 | $12K | Hold |
300
| – | – | ﹤0.01% | 1757 |
|
|
2020
Q1 | $13K | Hold |
300
| – | – | ﹤0.01% | 1675 |
|
|
2019
Q4 | $13K | Hold |
300
| – | – | ﹤0.01% | 1804 |
|
|
2019
Q3 | $14K | Buy |
+300
| New | +$13.6K | ﹤0.01% | 1923 |
|
|
2019
Q1 | – | Sell |
-300
| Closed | -$10K | – | 3221 |
|
|
2018
Q4 | $10K | Hold |
300
| – | – | ﹤0.01% | 2518 |
|
|
2018
Q3 | $12K | Hold |
300
| – | – | ﹤0.01% | 2753 |
|
|
2018
Q2 | $10K | Hold |
300
| – | – | ﹤0.01% | 2903 |
|
|
2018
Q1 | $9K | Hold |
300
| – | – | ﹤0.01% | 2857 |
|
|
2017
Q4 | $9K | Sell |
300
-694
| -70% | -$20.4K | ﹤0.01% | 2902 |
|
|
2017
Q3 | $29K | Buy |
994
+302
| +44% | +$8.3K | ﹤0.01% | 2365 |
|
|
2017
Q2 | $19K | Buy |
692
+2
| +0.3% | +$56 | ﹤0.01% | 2618 |
|
|
2017
Q1 | $21K | Buy |
690
+2
| +0.3% | +$59 | ﹤0.01% | 2480 |
|
|
2016
Q4 | $22K | Buy |
688
+530
| +335% | +$16.4K | ﹤0.01% | 2391 |
|
|
2016
Q3 | $5K | Buy |
+158
| New | +$5.43K | ﹤0.01% | 3249 |
|
|
2016
Q1 | – | Sell |
-1,000
| Closed | -$31K | – | 3217 |
|
|
2015
Q4 | $31K | Buy |
+1,000
| New | +$29.8K | ﹤0.01% | 1891 |
|
Other funds holding RLI
VPM
VCM
WA
MG
